JAG
Journey Advisory Group’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Sell |
52,683
-4,999
| -9% | -$374K | 0.31% | 86 |
|
|
2025
Q1 | $3.92M | Sell |
57,682
-6,609
| -10% | -$449K | 0.32% | 81 |
|
|
2024
Q4 | $4.27M | Hold |
64,291
| – | – | 0.51% | 59 |
|
|
2024
Q3 | $4.27M | Sell |
64,291
-1,800
| -3% | -$119K | 0.51% | 59 |
|
|
2024
Q2 | $4.39M | Sell |
66,091
-338
| -0.5% | -$22.4K | 0.52% | 59 |
|
|
2024
Q1 | $4.26M | Sell |
66,429
-876
| -1% | -$56.2K | 0.53% | 56 |
|
|
2023
Q4 | $3.93M | Buy |
67,305
+20
| +0% | +$1.17K | 0.54% | 54 |
|
|
2023
Q3 | $3.53M | Buy |
67,285
+12,238
| +22% | +$642K | 0.53% | 56 |
|
|
2023
Q2 | $3M | Sell |
55,047
-15,402
| -22% | -$838K | 0.45% | 67 |
|
|
2023
Q1 | $3.55M | Buy |
+70,449
| New | +$3.55M | 0.56% | 54 |
|